See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,732 | $84,233-83.7% | $170,442-91.9% | $70,131-80.4% |
| Participation rate | 96.1% | 70.8%+25.2pp | 83.6%+12.5pp | 69.5%+26.5pp |
| Annual return | 20.99% | 23.06%-2.1pp | 205.93%-184.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,552 | $3,387-54.2% | $5,433-71.4% | $2,342-33.7% |
| Participant deferral / active EE | $620 | $3,086-79.9% | $4,939-87.4% | $3,332-81.4% |
| Admin fee / account holder | $1,045 | $5,698-81.7% | $13,880-92.5% | $4,645-77.5% |